CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

86 hedge funds and large institutions have $118M invested in Calamos Convertible Opportunities and Income Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 18 closing their positions.

Holders
86
Holders Change
-12
Holders Change %
-12.24%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
31
Reduced
29
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$4.16M
2
AAM
2
Advisors Asset Management
Colorado
$7.99M
3
WP
3
WealthPLAN Partners
Nebraska
$1.34M
4
GC
4
Guggenheim Capital
Illinois
$9.1M
5
DADC
5
D.A. Davidson & Co
Montana
$3.94M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
SFS
2
Shaker Financial Services
Virginia
$384K
3
TYCC
3
Texas Yale Capital Corp
Florida
$931K
4
LPL Financial
4
LPL Financial
California
$3.79M
5
CAN
5
Cetera Advisor Networks
California
$1.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.5M 1,191,094 -27,502 -2%
Wells Fargo
2
Wells Fargo
California
$11.3M 1,071,934 -10,246 -0.9%
Bank of America
3
Bank of America
North Carolina
$9.13M 869,148 -24,803 -3%
GC
4
Guggenheim Capital
Illinois
$9.1M 865,545 +94,447 +12%
AAM
5
Advisors Asset Management
Colorado
$7.99M 760,929 +148,596 +24%
UBS Group
6
UBS Group
Switzerland
$7.67M 729,982 -20,588 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.05M 671,438 -8,980 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.38M 607,322 -1,420 -0.2%
Cohen & Steers
9
Cohen & Steers
New York
$4.16M 396,067 +380,547 +2,452%
DADC
10
D.A. Davidson & Co
Montana
$3.94M 375,224 +83,513 +29%
LPL Financial
11
LPL Financial
California
$3.79M 360,335 -87,868 -20%
RCA
12
Reitz Capital Advisors
Michigan
$3.18M 302,813 +3,988 +1%
Ameriprise
13
Ameriprise
Minnesota
$2.75M 261,777 +55,840 +27%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.84M 175,397 +116 +0.1%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.54M 146,652 +7,018 +5%
CAN
16
Cetera Advisor Networks
California
$1.37M 130,876 -46,389 -26%
WP
17
WealthPLAN Partners
Nebraska
$1.34M 127,445 +97,561 +326%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.32M 125,230 -2,748 -2%
SPC
19
Sigma Planning Corp
Michigan
$1.27M 120,497 +49,622 +70%
AG
20
Advisor Group
Arizona
$1.23M 117,258 -6,553 -5%
HCM
21
Hollencrest Capital Management
California
$997K 94,911 +361 +0.4%
MA
22
Mutual Advisors
Nebraska
$980K 93,262 +14,204 +18%
TYCC
23
Texas Yale Capital Corp
Florida
$931K 88,657 -88,657 -50%
Invesco
24
Invesco
Georgia
$901K 85,752 +37,897 +79%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$856K 81,454 -628 -0.8%
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